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Janiczek Wealth Management’s Portland General Electric POR Stock Holding History

Janiczek Wealth Management’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3
Closed -$141 – 1071
2023
Q2 		$141 Hold
3
– – ﹤0.01% 966
2023
Q1 		$149 Buy
+3
New +$143 ﹤0.01% 973

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JP Morgan Chase
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Wellington Management Group
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Janiczek Wealth Management's POR Position: Q3 2023 in Review

Janiczek Wealth Management sold out of Portland General Electric (POR) in Q3 2023, closing a stake of 3 shares — an estimated $141 sold.

Janiczek Wealth Management first reported a position in POR in Q1 2023 and held it in 2 quarters. The position peaked at $149 in Q1 2023. 371 funds tracked by Wall St. Rank hold POR as of Q3 2023.

  • Janiczek Wealth Management reported no remaining Portland General Electric position as of Q3 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 3 Portland General Electric shares in Q3 2023, an estimated $141.
  • Janiczek Wealth Management first reported a position in Portland General Electric in Q1 2023 and held it in 2 quarters.
  • Janiczek Wealth Management's Portland General Electric position peaked at $149 in Q1 2023.
  • 371 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2023.

Based on Janiczek Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.